SFA

Sequoia Financial Advisors Portfolio holdings

AUM $16.4B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.9B
AUM Growth
+$2.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,463
New
Increased
Reduced
Closed

Top Buys

1
+$935M
2
+$285M
3
+$234M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$175M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$107M

Top Sells

1
+$40.4M
2
+$28.1M
3
+$28.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$25.9M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$20.3M

Sector Composition

1 Technology 10.92%
2 Financials 7.35%
3 Consumer Discretionary 5.1%
4 Industrials 4.3%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$906K 0.01%
12,909
+448
652
$905K 0.01%
754
653
$905K 0.01%
5,084
-585
654
$903K 0.01%
80,504
-6,090
655
$902K 0.01%
23,294
+2,649
656
$894K 0.01%
102,742
+300
657
$892K 0.01%
+6,332
658
$890K 0.01%
101,583
+4,737
659
$890K 0.01%
1,420
-139
660
$883K 0.01%
64,825
+2,391
661
$882K 0.01%
7,938
-746
662
$875K 0.01%
85,411
-279
663
$873K 0.01%
75,267
+1,045
664
$868K 0.01%
+19,765
665
$867K 0.01%
4,149
-4,283
666
$864K 0.01%
18,771
-7,069
667
$862K 0.01%
8,589
+702
668
$860K 0.01%
10,423
+132
669
$851K 0.01%
29,456
-3,057
670
$851K 0.01%
4,471
+2,516
671
$850K 0.01%
+24,518
672
$848K 0.01%
28,136
673
$847K 0.01%
126,369
-4,143
674
$845K 0.01%
+15,061
675
$845K 0.01%
7,360
+1,313
25 26
27
28 29